Latest Institutional Purchases of Financial Sector Spdr (XLF)
This list provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
541K+ 1009.19% |
$28M - $29.1M
|
595K
$31.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
479KNew |
$24.8M - $25.8M
|
479K
$25.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
128KNew |
$6.6M - $6.86M
|
128K
$6.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107K+ 21.32% |
$5.56M - $5.78M
|
611K
$32.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
95.5K+ 28.8% |
$4.94M - $5.14M
|
427K
$22.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
85.9KNew |
$4.45M - $4.62M
|
85.9K
$4.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
61.1K+ 22.82% |
$3.16M - $3.28M
|
329K
$17.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
60.8K+ 6.24% |
$3.15M - $3.27M
|
1.04M
$54.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
51.1KNew |
$2.65M - $2.75M
|
51.1K
$2.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
43.8K+ 110.43% |
$2.27M - $2.35M
|
83.4K
$4.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
40.8K+ 1020.14% |
$2.11M - $2.19M
|
44.8K
$2.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40K+ 37.76% |
$2.07M - $2.15M
|
146K
$7.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.5K+ 62.69% |
$1.94M - $2.02M
|
97.3K
$5.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
36.3K+ 139.5% |
$1.88M - $1.95M
|
62.3K
$3.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
35.8K+ 4.36% |
$1.85M - $1.92M
|
857K
$44.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
32.1KNew |
$1.66M - $1.72M
|
32.1K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
25.6KNew |
$1.32M - $1.38M
|
25.6K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.1K+ 6.27% |
$1.19M - $1.24M
|
391K
$20.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$1.11M - $1.16M
|
21.5K
$1.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
20.8K+ 11.9% |
$1.07M - $1.12M
|
195K
$10.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
17.4K+ 31.43% |
$902K - $937K
|
72.8K
$3.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
16.5K+ 3.87% |
$854K - $888K
|
443K
$23.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$854K - $888K
|
16.5K
$866K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
16.3KNew |
$844K - $877K
|
16.3K
$855K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13.7K+ 1.66% |
$710K - $738K
|
841K
$44.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 54.93% |
$689K - $716K
|
37.6K
$1.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.2KNew |
$685K - $712K
|
13.2K
$694K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.1K+ 28.2% |
$676K - $702K
|
59.3K
$3.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.8K+ 5.32% |
$664K - $690K
|
254K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
12.7KNew |
$655K - $681K
|
12.7K
$664K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.9KNew |
$616K - $639K
|
11.9K
$624K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
9.18K+ 1.4% |
$475K - $494K
|
664K
$34.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
8.49K+ 31.95% |
$439K - $456K
|
35K
$1.84M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.67K+ 39.13% |
$397K - $412K
|
27.3K
$1.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
BUY
|
- |
6.88K+ 4.17% |
$356K - $370K
|
172K
$9.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.78K+ 8.5% |
$351K - $364K
|
86.5K
$4.54M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.73K+ 7.07% |
$348K - $362K
|
102K
$5.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
6.58KNew |
$341K - $354K
|
6.58K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.49K+ 10.92% |
$336K - $349K
|
65.9K
$3.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
6.36KNew |
$329K - $342K
|
6.36K
$333K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.85K+ 1103.96% |
$303K - $315K
|
6.38K
$335K
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
5.83KNew |
$302K - $314K
|
5.83K
$306K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.75K+ 0.66% |
$298K - $309K
|
882K
$46.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
5.75KNew |
$298K - $309K
|
5.75K
$302K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.74KNew |
$297K - $308K
|
5.74K
$301K
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
5.72KNew |
$296K - $308K
|
5.72K
$300K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.62K+ 0.98% |
$291K - $302K
|
579K
$30.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.54K+ 23.48% |
$287K - $298K
|
29.2K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.34KNew |
$276K - $287K
|
5.34K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
5.32K+ 3.41% |
$275K - $286K
|
161K
$8.45M
|
|